Build a Monarch-style finance dashboard for under $20

Goal: Build my own personal finance dashboard that keeps data local.
Setup: agents used in source: Claude; tools/MCPs stated: SimpleFin, Actual Budget, React.
Steps:
1. Connect bank accounts through SimpleFin and link them to Actual Budget as the backend (local, open-source data).
2. Have the agent research existing dashboards and pull screenshots to work from.
3. Get one page working well first (cash flow), then add others.
4. Add custom pages (e.g. per-property cash flow) feeding only net cash flow into the main budget.
Rules: ask me before anything irreversible (sending, posting, paying, deleting); don’t invent data, results or tools I haven’t given you; tell me what you couldn’t verify.
Based on: /u/RallyMantis — https://www.reddit.com/r/ClaudeAI/comments/1wr140j/i_built_my_own_monarchstyle_finance_dashboard/

Steps are from the source. Includes a “Based on” credit line.